MechAxis feature

Customer approvals without another app or password

Customers open a secure link to review a quote, approve work and view invoice information. They do not need access to the workshop system, and the decision is recorded against the document the service advisor sent.

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MechAxis customer quote portal with Australian GST totals and digital approval

The live MechAxis product, shown with demonstration workshop data.

How the day runs

What this changes

Collect a clear approval before extra work begins

Built into the same workshop record used by the rest of the team.

Give customers a simple mobile-friendly view

Built into the same workshop record used by the rest of the team.

Keep the response attached to the quote

Built into the same workshop record used by the rest of the team.

How it fits into the working day

No customer account setup Public quote and invoice links use secure document tokens. A customer can act from the message they receive instead of signing into the staff application. Approval is part of the job history Approved quote findings can become job tasks, preserving the link between the inspection, customer decision and completed work. A separate customer surface Workshop navigation, reports and customer lists never appear on public document pages.

Questions

Questions workshops ask

01Does a customer need a MechAxis login?+

No. Secure links give the customer access to the specific quote or invoice they were sent.

02Can approved inspection work become job tasks?+

Yes. Approved findings can be converted into technician tasks without copying the description.

03Can customers see workshop-only notes?+

No. Public documents show customer-facing content, not internal workshop notes or navigation.

Seven-day trial

Try it with a real workshop workflow

Seven days, no card required.

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